A detailed history of Stegent Equity Advisors, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Stegent Equity Advisors, Inc. holds 15,862 shares of SPMD stock, worth $910,002. This represents 1.12% of its overall portfolio holdings.

Number of Shares
15,862
Previous 16,370 3.1%
Holding current value
$910,002
Previous $839,000 3.34%
% of portfolio
1.12%
Previous 1.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

SELL
$50.29 - $54.92 $25,547 - $27,899
-508 Reduced 3.1%
15,862 $867,000
Q2 2024

Jul 31, 2024

SELL
$49.54 - $53.39 $32,201 - $34,703
-650 Reduced 3.82%
16,370 $839,000
Q1 2024

Apr 30, 2024

BUY
$47.16 - $53.34 $289,232 - $327,134
6,133 Added 56.33%
17,020 $907,000
Q4 2023

Feb 05, 2024

BUY
$40.76 - $49.2 $248,187 - $299,578
6,089 Added 126.91%
10,887 $530,000
Q4 2022

Feb 02, 2023

SELL
$39.32 - $45.21 $127,907 - $147,068
-3,253 Reduced 40.4%
4,798 $203,000
Q4 2021

Feb 08, 2022

BUY
$46.63 - $50.95 $375,418 - $410,198
8,051 New
8,051 $400,000

Others Institutions Holding SPMD

About SPDR PORTFOLIO


  • Ticker SPMD
  • Sector ETFs
  • Industry ETFs
More about SPMD
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